See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,783 | $105,860-87.9% | $90,749-85.9% | $134,475-90.5% |
| Participation rate | 77.8% | 78.2%-0.5pp | 75.7%+2.1pp | 81.2%-3.4pp |
| Annual return | -19.95% | -11.01%-8.9pp | -12.16%-7.8pp | 417.96%-437.9pp |
| Employer contribution / active EE | $1,377 | $3,462-60.2% | $2,921-52.9% | $4,740-71.0% |
| Participant deferral / active EE | $4,120 | $5,216-21.0% | $4,564-9.7% | $6,400-35.6% |
| Admin fee / account holder | $2 | $13,938-100.0% | $8,445-100.0% | $11,426-100.0% |